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Contents
- Installation
- Installation overview
- Installation and configuration taskflows
- Run unattended installation and configuration of publisher node
- Run unattended installation and configuration of subscriber node
- Manually install and configure publisher node
- Manually install and configure subscriber node
- Add new node to existing cluster
- Navigation of installation wizard
- Installation and configuration of IM and Presence
- Media check
- Use answer file to install and configure IM and Presence
- Start basic installation
- Configure basic installation
- Configure publisher node
- Run post-installation deployment wizard
- Configure subscriber node
- Configure pre-installed IM and Presence server
- Perform fresh multi-node installation
Installation
The following chapter describes the installation procedures for the IM and Presence Service.
- Installation overview
- Navigation of installation wizard
- Installation and configuration of IM and Presence
- Perform fresh multi-node installation
Installation overview
Installation and configuration taskflows
- Run unattended installation and configuration of publisher node
- Run unattended installation and configuration of subscriber node
- Manually install and configure publisher node
- Manually install and configure subscriber node
- Add new node to existing cluster
Related Tasks
Run unattended installation and configuration of publisher node
ProcedureThe following list contains the steps that you must complete to use an answer file to automatically install and configure the software on the publisher node.
Run unattended installation and configuration of subscriber node
Manually install and configure publisher node
ProcedureThe following list contains the steps that you must complete to install and manually configure the software that you have on a DVD on the publisher node.
Manually install and configure subscriber node
ProcedureThe following list contains the steps that you must complete to install and manually configure the software that you have on a DVD on a subscriber node.
Add new node to existing cluster
ProcedureThe following list contains the steps that you must complete to add a new node to an existing cluster.
Related Tasks
Related References
Navigation of installation wizard
Installation and configuration of IM and Presence
Media check
When the installation wizard begins you are prompted to perform a media check. After the media check completes the result of the check is displayed in the Media Check Result window.
If the media check passes, you can continue with the installation. The system installer then performs various hardware checks to ensure your system is correctly configured for IM and Presence. The system installer also checks whether you have a supported hardware platform. If your server does not meet the exact hardware requirements, the installation process fails with a critical error. If you think this is not correct, capture the error and report it to Cisco Support. For a list of the supported hardware for IM and Presence, see Hardware and Software Compatibility Information for IM and Presence Service on Cisco Unified Communications Manager .
If the media check fails, you have two options. You can continue with the installation, which may fail, or you can start the installation again after you download another copy from Cisco.com or obtain another disk directly from Cisco Systems.
Use answer file to install and configure IM and Presence
ProcedureYou can use an answer file for a fresh installation of IM and Presence. This option will complete the installation and configuration of IM and Presence unattended.
What to Do NextRelated Tasks
Related References
Start basic installation
Procedure
Step 1 Insert the installation DVD into the tray and restart the server, so it starts from the DVD. Step 2 Select Yes to perform a media check after the server completes its boot sequence. Step 3 If the media check result is Pass, select OK to continue the installation. Otherwise, you can restart the installation later with a new software disk.
Tip During the hardware checks, the installation process checks for the correct drivers. If you see the following warning "Drivers not found, do you want to install manually?", you must select Yes to continue with the installation.
Step 4 In the Product Deployment Selection window, select OK to install IM and Presence. The installation process then verifies RAID configuration and BIOS settings. If the installation process makes any changes to your hardware configuration settings, you will be prompted to restart your system.
Step 5 In the Proceed with Install window, select Yes to continue with the installation, otherwise select No.
Caution Do not select Yes unless you are certain you want to proceed with the installation. If you select Yes in the Proceed with Install window, all existing data on your hard drive will be overwritten and destroyed. The Proceed with Install window indicates the IM and Presence software version, if any, on your hard drive and the version on the DVD.
Step 6 In the Platform Installation window, select one of the following: Step 7 In the Apply Patch window, select No to install the software on the DVD without upgrading to a later release. The option to upgrade to a later release of the software is currently not supported. Step 8 Select Continue in the Basic Install window.
What to Do NextConfigure basic installation
Procedure
Step 1 In the Timezone Configuration window, select the appropriate timezone for the server and select OK. Step 2 In the Auto Negotiation Configuration window, select Yes to automatically set the speed and duplex settings of the Ethernet network interface card (NIC).
Note To use auto negotiation, your hub or Ethernet switch must support automatic negotiation.
Otherwise, select No and manually select the appropriate NIC Speed and Duplex settings. Select OK to continue.
Step 3 If you need to change the default Maximum Transit Unit (MTU) value, select Yes, enter the same MTU value that is set on Cisco Unified Communications Manager and select OK.
Note If you do not enter the same MTU value as Cisco Unified Communications Manager, the installation will fail.
Step 4 In the DHCP Configuration window, select: Step 5 In the Static Network Configuration window, enter your static network configuration values and select OK. Step 6 In the DNS Client Configuration window, select: Step 7 Enter your Administrator Login and Password credentials. Step 8 In the Certificate Information window, enter your certificate signing request information (Organization, Unit, Location, State and Country) and select OK to continue.
What to Do NextRelated References
Configure publisher node
Procedure
Step 1 In the First Node Configuration window, select Yes. Step 2 In the Network Time Protocol Client Configuration window, enter the IP address, NTP server name, or NTP server pool name of the Cisco Unified Communications Manager publisher node. Step 3 Enter the Security password in the Security Password window and select OK.
Note The Security password must be identical to the Cisco Unified Communications Manager Publisher password. You can change the security password the first time you sign in to Cisco Unified CM IM and Presence Administration.
Step 4 If you want to configure an SMTP host, select Yes, enter the SMTP location and select OK.
Note You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.
Step 5 In the Application User Configuration window, enter the Application User Username and Application User Password and select OK. Step 6 In the Platform Configuration Confirmation window, select OK to continue installing the software. After you select OK, you will no longer be able to modify the Platform configuration. When the installation process completes, you are prompted to sign in to the Cisco Unified CM IM and Presence Administration GUI with the Administrator user ID and password.
What to Do Next
Related Tasks
Related References
Run post-installation deployment wizard
Procedure
Caution
Always run the post-installation deployment wizard immediately after a fresh installation of the IM and Presence Service, and before you back up or restore your data in the Disaster Recovery System. The operation fails if you install IM and Presence and attempt to back up or restore data in the Disaster Recovery System before you run the post-installation deployment wizard.
You cannot run the post-installation deployment wizard a second time. After you run the post-installation deployment wizard, the next time you sign in to Cisco Unified CM IM and Presence Administration, the application automatically detects that the post-installation configuration is complete and the Cisco Unified CM IM and Presence Administration window displays by default.
There is only one publisher in an IM and Presence cluster, which is the first server that you install. You are required, only once after a fresh installation of the publisher server, to configure the Cisco Unified Communications Manager Publisher and AXL information on the IM and Presence publisher server.
To allow you to do this, a post-installation deployment wizard starts the first time you sign into IM and Presence Administration after a fresh installation of IM and Presence.
Note
When the post-installation deployment wizard launches, it is confirmation that your initial installation has succeeded.
Step 1 Sign into Cisco Unified CM IM and Presence Administration on the publisher node. The post-installation deployment wizard automatically displays. See Access Cisco Unified CM IM and Presence Administration for more information about how to sign into Cisco Unified CM IM and Presence Administration Step 2 In the first page of the post-installation deployment wizard, enter the Cisco Unified Communications Manager publisher hostname in the Hostname field. If your network does not have DNS, enter the Cisco Unified Communications Manager publisher IP address in the IP address field.
Note If your network does not have DNS, you must enter an IP address because the hostname will not automatically resolve to an IP address. If the hostname can resolve to an IP address using DNS, you can leave the IP address blank and the application detects the IP address automatically.
Step 3 In the second page of the post-installation deployment wizard, enter the user ID and password for the appropriate application user, who is assigned the Standard AXL API Access role on the associated Cisco Unified Communications Manager publisher server.
Note By default, the Standard AXL API Access role is assigned to the CCM Administrator User ID.
Step 4 In the third page of the post-installation deployment wizard change and confirm the security password provided during the initial installation of the IM and Presence Service. Select Next.
Note When installing subsequent IM and Presence servers, those subscriber servers will use this new security password and not the one used during the installation of the IM and Presence publisher server.
Step 5 In the fourth page of the post-installation deployment wizard, view your configuration information and select Confirm to proceed. Otherwise, select Back to correct an error. Step 6 In the fifth page of the post-installation deployment wizard, select which window you would like to view next within Cisco Unified CM IM and Presence Administration.
Troubleshooting Tips
What to Do Next
- If an error message displays, check that AXL is running on Cisco Unified Communications Manager and that you have the correct User ID and password. Using a browser, enter http://<<CUCM Hostname>>/axl. You will be prompted for the User ID and password. If the details that you enter are correct, a web page displays confirmation that AXL is running and ready to receive requests.
- You cannot run the post-installation wizard a second time. If you need to change the Cisco Unified Communications Manager publisher address or AXL information after this initial configuration, select in Cisco Unified CM IM and Presence Administration.
- Subscriber nodes on IM and Presence will obtain the Cisco Unified Communications Manager publisher information from the publisher node following the configuration checks on the publisher node.
- IM and Presence displays a warning if you perform an installation on discontinued hardware. IM and Presence supports a bridged upgrade from the discontinued hardware. The bridged upgrade permits you to perform a Disaster Recovery System (DRS) backup on the discontinued hardware, and then restore the DRS backup on supported hardware. For more information about bridged upgrades, see the Upgrade Guide for IM and Presence. For more information about DRS backups, see the Disaster Recovery System Administration Guide.
Configure subscriber node
When you install a subsequent IM and Presence server, you must associate the subsequent server with the IM and Presence publisher server and configure its hostname and IP address. Each new server must also have network access to the IM and Presence publisher server.
NoteIf you assign a subsequent IM and Presence server to a subcluster before you install it, users in remote clusters will not receive presence information. A presence outage will occur until the server is installed.
You are prompted, before you install any additional IM and Presence servers, to use the Network Connectivity Diagnostic tool to probe the network for connectivity issues. Anomalies will be reported back to you via logs if the system can not verify network access to the publisher server on IM and Presence. If you need to investigate a server problem before proceeding further, you are given an opportunity to pause the process between configuration steps
Before You BeginProcedure
- If you are deploying two or more servers in your IM and Presence installation, you must use the multi-node feature in IM and Presence and ensure that your hardware is compatible with this feature. This is necessary for both a fresh installation or upgrade of IM and Presence.
- Ensure that you have configured the publisher server on IM and Presence and the post-installation deployment wizard has run successfully. As you install subsequent servers, consider the original publisher server that you installed as the First Node.
- Add the subscriber node in the Topology view of the publisher node before you install it. Do not assign the subsequent server to a subcluster until after you install it.
Note
To configure a subscriber node on the IM and Presence publisher server, select in Cisco Unified CM IM and Presence Administration. You can add multiple subscriber nodes in one step in the Topology window. For example, if you are installing a multi-node cluster containing six servers including the publisher node, you can add five subscriber nodes to the IM and Presence system topology simultaneously.
Step 1 In the First Node Configuration window, select No. Step 2 Read the warnings and select OK to continue. Step 3 Select No to confirm that you want the installation to proceed after the Network Connectivity Test validating is complete. Step 4 Select Continue when the network connectivity to the publisher server is verified as successful. Step 5 Enter the following information in the First Node Access Configuration window and then select OK to continue:
- Hostname of the IM and Presence publisher server
- IP address of the IM and Presence publisher server
Note The security password that you set for IM and Presence must be identical to the password used on the Cisco Unified Communications Manager publisher server.
Step 6 If you want to configure an SMTP host, select Yes in the SMTP Host Configuration window and enter the SMTP location.
Note You must configure an SMTP server to use certain operating system features. However, you can also configure an SMTP server later using either the Cisco Unified Communications Operating System interface or the CLI.
Step 7 In the Platform Configuration Confirmation window, select OK to start installing the software. Otherwise, select Back to change the configuration. When the installation process completes, you are prompted to sign into IM and Presence Administration with the Administrator account and password.
What to Do Next
Configure pre-installed IM and Presence server
Procedure
Step 1 Perform this action after the system restarts, and the Preexisting Installation Configuration window displays: Step 2 Select Proceed in the Platform Installation Wizard. Step 3 In the Apply Patch window, select No to install the software on the DVD without upgrading to a later release. The option to upgrade to a later release of the software is currently not supported. Step 4 Select Continue in the Basic Install window.
What to Do Next
- If you used an answer file and this is the publisher node, run the post-installation deployment wizard.
- If you used an answer file and this is the subscriber node, then installation and configuration of the software is complete and you should now perform the post-installation tasks.
- If you did not use an answer file, configure the basic installation.
Perform fresh multi-node installation
We recommend that you follow this sequence of tasks when you are configuring your multi-node IM and Presence deployment. You configure the IM and Presence multi-node feature, and manage your subclusters, nodes and users in Cluster Topology in Cisco Unified CM IM and Presence Administration. Select System > Cluster Topology in Cisco Unified CM IM and Presence Administration to access Cluster Topology.
You can create the subscriber nodes in your topology before you install these subscriber nodes, specifically before you install the IM and Presence software on these nodes. However, you cannot assign these subscriber nodes to a subcluster before you install IM and Presence software on these subscriber nodes.
Before You BeginProcedure
- Determine the type of multi-node deployment model that you are going to configure.
- Perform the multi-node configuration for your IM and Presence deployment on the IM and Presence publisher node.
Your hardware must comply with the multi-node hardware recommendations.
Step 1 Install and configure Cisco Unified Communications Manager. Step 2 Install and configure the IM and Presence publisher node (the first server in the IM and Presence cluster). Step 3 (On the publisher node) In Cluster Topology, create all subclusters and nodes in the cluster. Step 4 (On the publisher node) In Cluster Topology, associate each of the subscriber nodes in the cluster with the publisher node. Step 5 Install and configure each of the subscriber nodes in the cluster. Step 6 (On the publisher node) In Cluster Topology, assign these nodes to the subcluster arrangement as required.
Note Before you assign or move a node to a subcluster, check the following
Step 7 Turn on high-availability in the subclusters as required. See the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager for more information. Step 8 Turn on the Sync Agent service on the publisher node to synchronize with the Cisco Unified Communications Manager user and device configuration information. Step 9 When the synchronization is complete, turn on the Cisco Presence Engine and the Cisco SIP Proxy services, and verify that the Cisco XCP Router service is turned on. Step 10 Turn on the XCP services applicable to the features in your deployment. See the documentation for those features to determine what XCP services you must turn on.
Troubleshooting Tips
What to Do Next
- The Cisco XCP Router must be running for all availability services to function properly on IM and Presence (both SIP-based and XMPP-based client messaging).
- Before you perform the installation of a subscriber IM and Presence node, you must associate the subscriber node in the Cluster Topology view of the publisher node.
- Do not assign the subscriber node to a subcluster until after you install it. If you assign a subscriber IM and Presence node to a subcluster before you install it, users in remote clusters will not receive availability information. An availability outage will occur until you install the subscriber node.
- If you assign a node before you start the IM and Presence services, there is a possibility that users will not be able to sign in to Cisco Jabber. If this scenario occurs, restart the Cisco Client Profile Agent service. To start or restart IM and Presence services, select Cisco Unified Serviceability > Tools > Control Center - Network Services.
- You must turn off high-availability in a subcluster before you move or unassign a node in that subcluster.
- The Cisco Replication Watcher service delays feature service startup on subscriber nodes if IDS replication is not successfully established.
(On the publisher node) Configure any intercluster peer relationships with remote IM and Presence clusters. See the Deployment Guide for IM and Presence Service on Cisco Unified Communications Manager for more information.
